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Switching to TD Ameritrade
I have a journal entry from 2/26/2018 labeled as
Unidentified credit, Cash Movement of Incoming Account
Transfer with the amount of $996.45. I have entered
dividends but I don't know how to do this entry or if I need
to do something with this entry. Hope you can help--
KP
Send this to support@bivio.com. The program is asking you what type of entry is it. Did someone transfer money into the account?

On Mon, Apr 30, 2018 at 8:15 PM, Karen Peterson via bivio.com <user*20403500001@bivio.com> wrote:
I have a journal entry from 2/26/2018 labeled as
Unidentified credit, Cash Movement of Incoming Account
Transfer with the amount of $996.45. I have entered
dividends but I don't know how to do this entry or if I need
to do something with this entry. Hope you can help--
KP

You should contact TD Ameritrade and ask them to identify the source of the cash. I also had several unidentified cash transfers from TD Ameritrade. I sent them a message and TDA replied pretty quickly with the source of the income.

Regards,

Peter Dunkelberger

On Tue, May 1, 2018 at 2:33 AM, John Rice via bivio.com <user*24380400001@bivio.com> wrote:
Send this to support@bivio.com. The program is asking you what type of entry is it. Did someone transfer money into the account?

On Mon, Apr 30, 2018 at 8:15 PM, Karen Peterson via bivio.com <user*20403500001@bivio.com> wrote:
I have a journal entry from 2/26/2018 labeled as
Unidentified credit, Cash Movement of Incoming Account
Transfer with the amount of $996.45. I have entered
dividends but I don't know how to do this entry or if I need
to do something with this entry. Hope you can help--
KP


In all likelihood this a journal entry by TDAmeritrade transferring money from your old Scottrade account to your new TDA account.

Ira Smilovitz

On Tue, May 1, 2018 at 8:07 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You should contact TD Ameritrade and ask them to identify the source of the cash. I also had several unidentified cash transfers from TD Ameritrade. I sent them a message and TDA replied pretty quickly with the source of the income.

Regards,

Peter Dunkelberger

On Tue, May 1, 2018 at 2:33 AM, John Rice via bivio.com <user*24380400001@bivio.com> wrote:
Send this to support@bivio.com. The program is asking you what type of entry is it. Did someone transfer money into the account?

On Mon, Apr 30, 2018 at 8:15 PM, Karen Peterson via bivio.com <user*20403500001@bivio.com> wrote:
I have a journal entry from 2/26/2018 labeled as
Unidentified credit, Cash Movement of Incoming Account
Transfer with the amount of $996.45. I have entered
dividends but I don't know how to do this entry or if I need
to do something with this entry. Hope you can help--
KP


You can also wait until your statements from TDA and ST are published in a few days to identify the details.

Sent from my iPhone

On May 1, 2018, at 8:14 AM, ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:

In all likelihood this a journal entry by TDAmeritrade transferring money from your old Scottrade account to your new TDA account.

Ira Smilovitz

On Tue, May 1, 2018 at 8:07 AM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
You should contact TD Ameritrade and ask them to identify the source of the cash.  I also had several unidentified cash transfers from TD Ameritrade.  I sent them a message and TDA replied pretty quickly with the source of the income.

Regards,

Peter Dunkelberger

On Tue, May 1, 2018 at 2:33 AM, John Rice via bivio.com <user*24380400001@bivio.com> wrote:
Send this to support@bivio.com.  The program is asking you what type of entry is it. Did someone transfer money into the account?   

On Mon, Apr 30, 2018 at 8:15 PM, Karen Peterson via bivio.com <user*20403500001@bivio.com> wrote:
I have a journal entry from 2/26/2018 labeled as
Unidentified credit, Cash Movement of Incoming Account
Transfer with the amount of $996.45.  I have entered
dividends but I don't know how to do this entry or if I need
to do something with this entry.  Hope you can help--
KP